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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-08-16 |
| AZ | RA | APPROVED | 2020-11-05 |
Branch Locations
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 11/2017 | 12/2018 |
| Colorado Group Realty | Steamboat Springs | CO | 08/2015 | 10/2017 |
| Umb Bank | Scottsdale | AZ | 12/2018 | 10/2020 |
| M.S. Howells & Co | Scottsdale | AZ | 10/2020 | Present |
| Candor Wealth Advisors Llc | Scottsdale | AZ | 10/2020 | Present |
| Msh Capital Advisors Llc | Scottsdale | AZ | 10/2020 | Present |
1. CANDOR WEALTH ADVISORS; INVESTMENT RELATED; 23350 N Pima Rd Scottsdale, AZ 85255; MARKETING NAME USED FOR MSHCA; Position/ Title- Relationship Manager; Start date- 1.3.24; 160 hours per month; 160 during marking hours; Description- Client engagement/relationship management 2. OCT 2020; MSH CAPITAL ADVISORS, SCOTTSDALE, AZ; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; RELATIONSHIP MANAGER; SALES AND SERVICE; DEVOTE 80 HRS/MONTH, 40 HRS/MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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